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| Provider | Service type | Compensation |
|---|---|---|
BEASLEY & COMPANY5 years Service code 13 · EIN 73-1412334 2626 E 21ST ST STE 1 · TULSA, OK 741141719 | Contract Administrator | $5,534 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 · EIN 95-1411037 COMPANY, INC · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,778 | $59,328-31.3% | $118,914-65.7% | $73,497-44.5% |
| Participation rate | 42.6% | 62.3%-19.7pp | 75.4%-32.8pp | 70.7%-28.1pp |
| Annual return | 13.10% | 19.13%-6.0pp | 35.89%-22.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $904 | $1,803-49.9% | $3,264-72.3% | $2,270-60.2% |
| Participant deferral / active EE | $1,300 | $2,604-50.1% | $4,266-69.5% | $3,740-65.2% |
| Admin fee / account holder | $99 | $600-83.5% | $6,582-98.5% | $513-80.7% |